Yalla Group Ltd: which funds bought and sold

Institutions that bought and sold Yalla Group shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 36 institutions that filed 13F reports for both quarters added to or opened positions in Yalla Group, and 41 cut or closed them. Together they sold a net 984K shares, −4.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 168K shares (+1.6%); index fund managers were net sellers of 599K shares (−40.5%). 12 opened a new position and 17 sold out entirely.

Bought, Q2 2026 36 institutions, 12 of them new holders Sold, Q2 2026 41 institutions, 17 of them sold out

Net change, all compared −984K shares (−4.9%)

Net change, active managers +168K shares (+1.6%), 4 bought, 8 sold

Buyers versus sellers

institutions compared, 87

36 bought 10 41 sold

Active managers and hedge funds 4 bought · 8 sold · +168K

Index fund managers 1 bought · 2 sold · −599K

Other institutions 31 bought · 31 sold · −554K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Fil Ltd Active manager	+343K +9.6%	3.9M	$21.4M
Seizert Capital Partners, LLC	+332K +44.9%	1.1M	$5.9M
Credit Agricole S A	+120K New position	120K	$658,800
E Fund Management (Hong Kong) Co., Ltd.	+96K New position	96K	$528,813
E Fund Management Co., Ltd.	+96K New position	96K	$528,813
Jane Street Group, LLC	+95K +497.5%	114K	$624,834
FMR LLC Active manager	+76K +100.1%	152K	$834,903
Goldman Sachs Group Inc	+69K +460.7%	84K	$460,062
Mangrove Partners Im, LLC Hedge fund	+67K New position	67K	$365,305
New York State Common Retirement Fund	+56K +30.8%	238K	$1.3M
Campbell & Co Investment Adviser LLC	+55K +121.3%	101K	$552,733
Russell Investments Group, Ltd.	+53K +50.6%	159K	$891,365
UBS Group AG	+49K +56.1%	137K	$753,371
Thompson Siegel & Walmsley LLC	+47K +8.9%	574K	$3.1M
HRT Financial LP	+41K New position	41K	$224,000
Acadian Asset Management LLC Active manager	+32K +0.8%	4.2M	$23.3M
Group One Trading LLC	+29K New position	29K	$160,187
Diversified Trust Co	+25K +45.3%	81K	$446,018
Advisors Preferred, LLC	+15K New position	15K	$83,822
Mirae Asset Global Investments Co., Ltd.	+9,935 +105.7%	19K	$106,166

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Fil Ltd Active manager	+343K +9.6%	3.9M	$21.4M
FMR LLC Active manager	+76K +100.1%	152K	$834,903
Mangrove Partners Im, LLC Hedge fund	+67K New position	67K	$365,305
Acadian Asset Management LLC Active manager	+32K +0.8%	4.2M	$23.3M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Barclays PLC	−905K −75.4%	296K	$1.6M
State Street Corp Index funds	−605K −42.0%	836K	$4.6M
Robeco Institutional Asset Management B.V.	−226K −23.3%	742K	$4.1M
Qube Research & Technologies Ltd Hedge fund	−151K −45.1%	184K	$1M
Healthcare Of Ontario Pension Plan Trust Fund	−119K Sold out	0	—
Ariose Capital Management Ltd	−110K Sold out	0	—
BNP Paribas Financial Markets	−73K −11.4%	567K	$3.1M
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys	−69K Sold out	0	—
Arrowstreet Capital, Limited Partnership Hedge fund	−65K −5.0%	1.2M	$6.8M
Vident Advisory, LLC	−48K −33.4%	96K	$525,623
Renaissance Technologies LLC Hedge fund	−43K −11.4%	335K	$1.8M
Aquatic Capital Management LLC	−28K Sold out	0	—
Two Sigma Investments, LP Hedge fund	−28K Sold out	0	—
Mirae Asset Global Etfs Holdings Ltd.	−28K −80.2%	6,964	$38,232
Citadel Advisors LLC Hedge fund	−27K −38.5%	44K	$239,649
Dynamic Technology Lab Private Ltd	−23K Sold out	0	—
Public Employees Retirement System Of Ohio	−22K −67.1%	11K	$58,167
National Bank Of Canada	−21K Sold out	0	—
Quadrature Capital Ltd Hedge fund	−17K Sold out	0	—
Sei Investments Co	−16K −9.8%	145K	$798,636

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Qube Research & Technologies Ltd Hedge fund	−151K −45.1%	184K	$1M
Arrowstreet Capital, Limited Partnership Hedge fund	−65K −5.0%	1.2M	$6.8M
Renaissance Technologies LLC Hedge fund	−43K −11.4%	335K	$1.8M
Two Sigma Investments, LP Hedge fund	−28K Sold out	0	—
Citadel Advisors LLC Hedge fund	−27K −38.5%	44K	$239,649
Quadrature Capital Ltd Hedge fund	−17K Sold out	0	—
Lazard Asset Management LLC Active manager	−13K Sold out	0	—
Wellington Management Group LLP Active manager	−5,850 −3.4%	165K	$904,993

New positions

largest by value

Institution	Shares	Value June 30, 2026
Credit Agricole S A	120K	$658,800
E Fund Management (Hong Kong) Co., Ltd.	96K	$528,813
E Fund Management Co., Ltd.	96K	$528,813
Mangrove Partners Im, LLCHedge fund	67K	$365,305
HRT Financial LP	41K	$224,000
Group One Trading LLC	29K	$160,187
Advisors Preferred, LLC	15K	$83,822
Rockefeller Capital Management L.P.	376	$2,064
Quarry LP	356	$1,954
Silver Grove Financial Group, Inc.	248	$1,362

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Healthcare Of Ontario Pension Plan Trust Fund	119K	$743,862
Ariose Capital Management Ltd	110K	$684,889
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys	69K	$427,976
Aquatic Capital Management LLC	28K	$176,564
Two Sigma Investments, LPHedge fund	28K	$175,686
Dynamic Technology Lab Private Ltd	23K	$144,654
National Bank Of Canada	21K	$127,715
Quadrature Capital LtdHedge fund	17K	$104,290
Ameriprise Financial Inc	13K	$83,955
Lazard Asset Management LLCActive manager	13K	$83,133

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 70
Ten largest holders: 82.9%
Index fund managers: 4.6%
Active managers and hedge funds: 53.9%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	4	8	1	3	+168K	+1.6%
Index fund managers	1	2	0	0	−599K	−40.5%
Other institutions	31	31	11	14	−554K	−6.5%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Yalla Group.

Only managers that filed a holdings report for both quarters are compared (87 here). 1 other holder is left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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